Investment Banking Analyst

1 day ago


Caloocan, Philippines Bamboo Works Full time

We’re helping an international finance and M&A consultancy find an Investment Banking Analyst to support transaction advisory, fundraising, and strategic finance projects for high-growth startups and scaleups. You’ll build sophisticated financial models, prepare investor and board materials, and support valuation and deal execution across software and deeptech companies. This is a hands-on, high-accountability role where flawless work is non-negotiable — your analyses will directly inform key decisions and client strategies. This role is ideal for someone who is a wizard with numbers , detail-obsessed yet commercially minded, and capable of seeing both the story and strategy behind the spreadsheets . Part time to start, 24 hours/week (with potential to transition to full time) Schedule: CET working hoursLocation: Fully Remote (PH-based candidates preferred)Engagement: Independent ContractorCompensation: $1440-$2200 (based on a 24-hour workweek, depending on level of experience); $2400-$3680 for full time Key Responsibilities Financial Modelling (Forecast & Scenario Analysis) Build fully linked 3-statement financial models with sensitivities and scenarios (base, downside, management).Create cash flow forecasts, liquidity bridges, and valuation-ready modules (DCF, comps, transaction comps). Historical Restatement & Data Hygiene Reconcile and clean raw data (GL exports, bank data, SaaS metrics) into analysis-ready formats.Maintain version control, audit trails, and traceability from trial balance to model. Reporting Templates & Automation Design board and investor reporting templates, KPI dashboards, and variance analysis frameworks.Build SaaS metrics (ARR/MRR bridges, churn, LTV/CAC, NRR) and recurring revenue templates. Transaction Support (Model-Led) Produce deal-ready schedules for buy-side and sell-side engagements (QofE, NWC, closing adjustments).Translate model outputs into charts and visuals for investment memorandums and management presentations. Quality Assurance & Standards Follow strict QA processes (FAST/SMART methodology).Double-check every formula, input, and output — your work must be flawless .Ensure transparency through consistent assumptions pages, error checks, and version logs. Requirements 3–6 years of experience in M&A, Transaction Services, or FP&A , ideally from a Tier 1 investment bank or M&A boutique . Candidates with more years of experience will also be considered if they remain flexible and open to new approaches. Strong experience working with software companies ; exposure to deeptech (e.g., chipmakers) is a plus. Advanced Excel/Google Sheets proficiency (array formulas, Power Query, dynamic formulas, structured refs). Excellent grasp of valuation and deal mechanics (NWC, closing adjustments, leakage, earn-outs). Ability to turn messy data into clear historicals and models — quickly and accurately. Strong communication and interpersonal skills — able to explain the story behind the numbers. Meticulous attention to detail and ability to self-check work before submission. Nice-to-Haves Experience preparing materials for investment memorandums (IMs). Familiarity with CAPEX modelling and debt structuring. Previous experience in software or SaaS transactions ; exposure to deeptech deals a bonus. How Our Client Works They own the numbers — every figure must be backed by logic, traceability, and quality assurance. They balance precision with practicality — models should be easy to hand over and fast to update. They translate numbers into narratives — this role will eventually expand into creating investment memorandums where financial insights tell the story. Recruitment Process Initial Interview Finance Case + bonus assignment Second Interview Valuation Case Test Final Interview #J-18808-Ljbffr


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